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Stratos Wealth Partners’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Stratos Wealth Partners’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336K Sell
8,232
-229
-3% -$9.6K ﹤0.01% 1260
2025
Q4 		$341K Sell
8,461
-425
-5% -$17.5K ﹤0.01% 1214
2025
Q3 		$374K Buy
8,886
+192
+2% +$8.03K ﹤0.01% 1148
2025
Q2 		$360K Buy
8,694
+2,773
+47% +$114K ﹤0.01% 1061
2025
Q1 		$248K Sell
5,921
-1,364
-19% -$56.8K ﹤0.01% 1183
2024
Q4 		$296K Sell
7,285
-6,159
-46% -$267K ﹤0.01% 1150
2024
Q3 		$601K Buy
13,444
+2,281
+20% +$96.1K 0.01% 868
2024
Q2 		$429K Buy
11,163
+1,382
+14% +$52.1K 0.01% 959
2024
Q1 		$387K Sell
9,781
-7,354
-43% -$286K 0.01% 997
2023
Q4 		$686K Sell
17,135
-6,003
-26% -$216K 0.01% 752
2023
Q3 		$788K Buy
23,138
+3,424
+17% +$127K 0.02% 651
2023
Q2 		$743K Sell
19,714
-2,906
-13% -$107K 0.02% 630
2023
Q1 		$846K Sell
22,620
-19,925
-47% -$765K 0.02% 528
2022
Q4 		$1.57M Sell
42,545
-13,764
-24% -$508K 0.04% 396
2022
Q3 		$2.03M Sell
56,309
-7,081
-11% -$297K 0.06% 314
2022
Q2 		$2.59M Sell
63,390
-5,250
-8% -$234K 0.07% 272
2022
Q1 		$3.32M Buy
68,640
+21,601
+46% +$1.01M 0.07% 251
2021
Q4 		$2.44M Sell
47,039
-7,399
-14% -$356K 0.05% 309
2021
Q3 		$2.42M Sell
54,438
-2,021
-4% -$93.9K 0.06% 281
2021
Q2 		$2.5M Buy
56,459
+29,853
+112% +$1.28M 0.06% 280
2021
Q1 		$1.05M Buy
26,606
+2,399
+10% +$90.2K 0.03% 484
2020
Q4 		$885K Buy
24,207
+15,426
+176% +$560K 0.03% 484
2020
Q3 		$310K Buy
8,781
+551
+7% +$19.6K 0.01% 773
2020
Q2 		$287K Sell
8,230
-3,193
-28% -$108K 0.01% 793
2020
Q1 		$354K Buy
11,423
+1,018
+10% +$38K 0.02% 630
2019
Q4 		$402K Buy
10,405
+3,243
+45% +$125K 0.02% 658
2019
Q3 		$282K Buy
+7,162
New +$275K 0.01% 748
2018
Q4 		– Sell
-5,494
Closed -$179K – 2532
2018
Q3 		$179K Buy
+5,494
New +$182K 0.01% 884
2018
Q2 		– Sell
-6,494
Closed -$202K – 2615
2018
Q1 		$202K Sell
6,494
-1,496
-19% -$46.4K 0.01% 892
2017
Q4 		$263K Buy
7,990
+1,016
+15% +$33.5K 0.01% 757
2017
Q3 		$225K Buy
+6,974
New +$226K 0.01% 806
2017
Q2 		– Sell
-6,952
Closed -$220K – 864
2017
Q1 		$220K Buy
+6,952
New +$217K 0.01% 697

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stratos Wealth Partners's XLRE Position: Q1 2026 in Review

Stratos Wealth Partners reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.7% in Q1 2026, selling an estimated $9.6K and leaving 8,232 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Stratos Wealth Partners first reported a position in XLRE in Q1 2017 and has held it in 32 quarters since. The position peaked at $3.32M in Q1 2022. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Stratos Wealth Partners held 8,232 shares of State Street Real Estate Select Sector SPDR ETF worth $336K as of Q1 2026.
  • Stratos Wealth Partners sold 229 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $9.6K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1260 holding.
  • Stratos Wealth Partners first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2017 and has held it in 32 quarters since.
  • Stratos Wealth Partners's State Street Real Estate Select Sector SPDR ETF position peaked at $3.32M in Q1 2022.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.